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Groove Integration

Whether you run a small, mid-size, or large enterprise business, you need a leading sales engagement platform.

With a leading sales engagement platform, you can efficiently optimize your entire selling process from beginning to end. Doing so ensures you aren't missing any potential opportunities to increase your bottom line, and an excellent platform can go so far as to enhance your email tracking, increase engagement from your leads, and provide real-time account history.

Groove is one such tool, and it offers Salesforce users the kind of support they need for their global organizations. When you pair a leading sales tool like Groove with your email automation software, magic can happen for your sales process.

Let’s learn more about Benchmark Email's integration with Groove, how it offers more sales engagement, and how it compliments your entire selling process.

Why Use Groove?

Groove is a leading sales engagement platform designed for the needs of full-cycle sellers. As the number one sales engagement platform for Salesforce, Groove can reduce manual data entry by 90% and align workflows so sales teams, large or small, can stay aligned.

Let's look at some more specific benefits that come with using Groove.

Effective Activity Tracking

From email to sales follow-ups, Groove keeps track of all your activities. Instead of cumbersome, manual logging, Groove inputs everything for you in real-time. You can monitor your sales, access accurate account history, track your team's performance, and ensure that all sales activities continue to go as planned.

Automated Sales

As one of the most effective sales engagement platforms, Groove automates the sales process so you can focus on getting to the other items on your to-do list. Groove's multi-channel campaign automation means you can create and schedule personalized outreach for ultimate lead engagement.

Performance Reporting

With Groove, you get detailed information about sales engagement and access real-time account history, improving your planning so you can meet your sales goals. Groove also delivers performance reports, which help you determine what your selling strengths and weaknesses are.

Email Tracking

One of the most important components for effective sales engagement is ensuring your activity log is up to date. With Groove's email tracking, no matter where your sales reps send an email, the correspondence will be tracked in Salesforce. This means that if they reach out via LinkedIn or from their email account, Groove automatically logs the touchpoint in Salesforce, so your sales rep doesn't have to. Having access to real-time account information keeps your sales team aligned and allows them to offer top-notch support to leads.

Follow-Up Scheduling

The last thing your sales team needs is for a lead to fall off their radar because the appropriate follow-up wasn't scheduled. Groove ensures your team is scheduling follow-ups in a timely manner with their Groove Scheduler. And don't worry; these follow-ups will be tracked as well. Similar to how the email sync function tracks touchpoints from numerous sources, you'll also be able to track meeting activity and calendar appointments, so nothing gets overlooked.

Why Choose the Benchmark Email Groove Integration?

No Download Necessary

Integrating your leading sales engagement tool with your email automation tool shouldn't require lengthy downloads and processes. With our Benchmark Email Groove Integration, there's no download required, so you can bring your sales and email automation together simply.

Offer Ongoing Customer Support

Lead nurturing is a detailed process that requires deep knowledge of your leads and their pain points. By integrating Groove with Benchmark Email, you can automatically add your Groove customers and leads to a Benchmark Email list for personal outreach and support. And with the Salesforce integration and email sync, you can clearly see where you left off with a lead for increased sales engagement.

Create Automated Customer Journeys with Ease

Automated customer journeys mean your leads receive the support they need while you're busy closing more deals. Add your Groove contacts to your Benchmark Email list and set up automated customer journeys to engage, delight, and convert more prospects.

Benchmark ensures that your customers' data remains secure, so nothing gets compromised in the integration process.

Requirements for Using Benchmark's Email Marketing Software and Groove Integration

Want to access better sales engagement, email sync, and a way to automatically log your outreach? To kickstart Benchmark Email's Groove integration, follow this step-by-step process.

Sign Up for a Free Benchmark Email Account

You must have a Benchmark email account to use our email marketing solution. However, as previously mentioned, the process of signing up for an email account comes at no cost under our free plan. The entire process of creating and setting up the account takes less than 15 minutes.

To start, you’ll need to provide your first name, last name, phone number, and email address. You will also be required to provide your organization name, organization list size, and login information. Next, you'll need to create a password for accessing your account.

To get the most success out of our tools, you will be asked to specify what you wish to accomplish with Benchmark:

  • Connecting your eCommerce tools to Benchmark Email.
  • Sending email newsletters or cart abandonment emails to your customers.
  • Automating your email marketing process.
  • Capturing more leads and growing your sales.

Hit the "Create Free Plan" option, and your account becomes active.

Sign Up for Groove

Visit the Groove website and you can sign up for their 100-day free trial or select a plan under their pricing page. To sign up, you will be required to provide your name, job title, and details about your business.

Note that they will ask you what CRM you currently use to help your customers. Select one of the listed CRM systems, but if you don't use any of the options provided, then click on "Other" and put in the tool you use.

From there, you'll have to provide some more information before you're officially a Groove user.

Tips for Integrating Benchmark Email with Groove

Now that you're signed up for both Benchmark Email and Groove, integrating your sales engagement platform with your email marketing can begin.

Log In to Your Benchmark Email Account

Open your Benchmark Email application to begin the integration process. Select the first name option located at the top page by the right. This option will produce a dropdown. From there, select the option "Integrations." Then, select the "Get Started" option.

You'll be directed to a new page that will show the various Benchmark Email integrations. Locate and click on "Groove" to begin the process.

Locate the API Key

Login to your Groove account and click on "Organization" on the left. Select the API option and copy the Private Token. Open the Benchmark account again and paste the Private Token where requested. Click "Save & Next."

Complete the Integration

Select the Group where your contacts will be imported from and the list where you would like to add the contacts. If you don't have a list, you can create a new one with the "Create New List" option. Click "Save & Next."

Review and map your list field. Click "Save & Next."

This completes the integration process. Note that since integration is a one-time import process, you will need to upload Groove contacts that you acquire after this point.


Groove is an excellent sales engagement platform that will help your business keep track of its sales performance and results. Integrating Benchmark Email with Groove will create efficiencies in your process, assist in meeting your sales goals, and provide your leads and customers with ongoing, personalized support.

Ready to implement effective lead nurturing for your Groove leads? Get started with Benchmark Email today!